+479.4%
NBIS vs KDP
+4.7%
+474.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.6% | -12.5% | -8.6% |
| 7D | -10.5% | -0.8% | -9.7% | -10.9% |
| 30D | -37.7% | +9.7% | -47.4% | -33.8% |
| 3M | -54.6% | +17.6% | -72.2% | -49.6% |
| 6M | -44.1% | +25.8% | -69.9% | -35.6% |
| YTD | +38.4% | +33.9% | +4.6% | +64.4% |
| 1Y | +30.7% | +38.9% | -8.1% | +57.4% |
| All | +479.4% | +4.7% | +474.7% | +523.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KDP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling